EPPM專案關閉作業

[MartinJou]

專案〈含收入〉(Project with revenue)在做專案Closed之前，是否也要特別去維護[結算規則]，那這個維護動作的目的和效用為何？

[14seeryt]

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[Chuma · Accepted solution]

Hello @MartinJou 

Thank you for your question. Based on the context of Enterprise Portfolio and Project Management, this question pertains to SAP S/4HANA Cloud.

For a Project with revenue, you must adhere to the settlement rule before the project can be formally closed.

• Purpose: The settlement rule clearly instructs the system to transfer all project-related costs and revenues to their final financial destinations, such as a cost center, fixed asset, or profitability account segment.
• Effect: This action guarantees that the project's financial balance is reduced to zero. It is a required prerequisite for formal project closure from a financial standpoint and for ensuring precise company-wide financial reporting.

This process is a typical step in the project lifecycle within SAP S/4HANA Cloud.

For more detailed information, please refer to the following SAP Help Portal documentation and Fiori apps:

• Project Settlement: This documentation describes the settlement process in SAP S/4HANA Cloud. Apps for Settlement-SAP Help Public cloud
• Close Projects App: This app is used by the project manager to formally close projects once all financial requirements, including settlement, have been fulfilled. Close Projects-SAP Help Public cloud

With kind regards

Chuma